Based in Franklin, MA and servicing all of Greater Boston, myWMT.org offers individuals, families, business owners and executives what they most need to make informed and credible financial, estate and business decisions; a team of financial professionals that provide high-end advice and a unparalleled level of service, all at reasonable costs.
Wealth Management Team members' expertise include Tax Planning, Retirement Planning, Insurance, Investment Management, Mortgage, Real Estate, College Planning, Commercial Lending, Divorce Mediation & Resolution, Estate Planning, Business and Corporate Law, Real Estate Law and Probate Law professionals with tenured experience and strong community recognition.
Leadership Team
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President:Michelle M. Raymond
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Vice President:David C. Foster CPA, CGMA, CBEC
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Membership Director:Bob Simone
Meetings
Our Business Team meets at:
Doherty, Ciechanowski, Dugan & Cannon, PC
1st Thursday of every month at 8:30 am
124 Grove St.
Franklin, MA 02038